-63.1%
W vs VCIT
+4.1%
-67.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.6% |
| 7D | -4.2% | -0.3% | -3.8% | -2.7% |
| 30D | -7.6% | -0.8% | -6.8% | -4.5% |
| 3M | +37.2% | -1.0% | +38.2% | +45.2% |
| 6M | +26.3% | -1.8% | +28.2% | +39.4% |
| YTD | -1.0% | -0.7% | -0.3% | +4.5% |
| 1Y | +20.1% | +1.0% | +19.1% | +19.0% |
| 3Y | +37.8% | +18.8% | +18.9% | -23.3% |
| All | -63.1% | +4.1% | -67.2% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling